People first efforts continue with mandatory mask usage at all CWB locations. Learn more
View of the mountains and someone helping another person up

Providing peace of mind for all of life

With personalized guidance for private wealth, institutional money management and personal investing, CWB Wealth Management is your trusted partner that understands you’re more than just your money.

Meet our team

Grow your wealth

Protect your capital

Institutional support

Meticulous thinking

Robert Bradburn and Greg Becker sitting on sofa chairs chatting about business succession
Women & wealth, the road to representation
In this episode, our advisors from across the country discuss the importance of women feeling represented and empowered in participating in wealth creation.
Senior couple driving a convertible down an open road
Long-term care - the missing link in your financial plan
Robert Bradburn, AVP Wealth Advisory Services, discusses the cost of post-retirement care and critical considerations to address when making decisions regarding your insurance plan.
Nous offrons maintenant nos services en anglais et en français
Le 1er juin 2020, CWB a complété l’acquisition de Conseillers T.E. et de Leon Frazer & Associés.

Nous sommes heureux d’étendre nos prestations de services à la clientèle francophone de Conseillers T.E.